Retirement planning can be one of the biggest issues faced by owner-managed businesses, and failure to plan properly is one of the most common reasons that small and medium-sized businesses close.
Advance planning is essential in order to succeed, and the earlier that you plan, the better. Two to three years may be needed to ensure that appropriate tax reliefs can be maximised and that all the documentation and processes which will enable the best solution to be achieved are in place.
We advise clients in planning the most appropriate and tax-efficient succession route. Whether it is a trade sale, management buy-out, next generation of family, or it is to be wound up and the assets distributed, our team can help.
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Every business goes through periods of change - some level of change is necessary if you are wanting to grow, become more efficient, improve alignment, deliver digital transformation or even plan for exit. The question is, can we deliver this change responsibly - can we achieve our business goals whilst managing the impacts of change well? This group is for anyone who believes that it matters what you deliver but also how you deliver it. This is a forum for exploring ways in which we can de
Action Learning is a powerful reflective learning practice, working in a closed small group over an agreed number of sessions. I participate regularly as well as facilitate and can't recommend it enough, particularly as a small business owner. It focuses on complex, current issues and uses an exploratory approach to enable participants to consider next steps. A group of around 6 people is needed so I can support this through a group you bring together or get in touch if you'd like tNo reviews yetCost: £250 - £499